#IS PORTAL AND PORTAL 2 CONNECTED FULL#

When a task is assigned to a customer, the customer will receive an email notifying them of the task with a link to customer portal.

View the completion status for a requirement document.Д¬ustomers can complete tasks directly from the customer portal, creating a more streamlined onboarding process.

View the number of outstanding required documents.

On the document list of a selected onboarding, a customer can: The document that satisfies the document requirement will be available for download. If Connected Onboarding matches the document type correctly, the document is accepted and is reflected on the customer portal with a green. When a customer uploads a document, the document is classified for accuracy. This eliminates the need to send documents back over email, which can easily cause confusion. The Summary header lists key information about the onboarding including:Д¬ustomers can upload documents directly to an onboarding. Canceled and completed onboardings will be listed after any open onboardings.ДЄfter an onboarding is selected, all of the information on the page relates to that single onboarding. Open onboardings will be listed in order by funding date starting with the soonest estimated funding date first.

Use the onboarding tabs to navigate between each of the onboardings for a customer. Customers can navigate to this page to add, remove, or edit their customer data. The PROFILE tab has all of information related to the customer. When the onboarder responds, the response will be available on the discussion feed. When a customer adds a discussion post, the primary owner of the onboarding will receive a task to respond to the discussion.

#IS PORTAL AND PORTAL 2 CONNECTED FULL#

about the discussion allows onboarders to have full context and keep an audit of customer interaction directly on the onboarding itself. To view additional past comments or view the associated onboarding in further detail a user can click Go to discussion post. The Discussion section allows customers to view the latest comments from the most recent active onboarding discussion.

Products that are part of active onboardings for the customer will have a PENDING tag next to the product name. Products associated with the customer will be listed under PRODUCTS. NOTE: clicking on the onboarding name will open up the onboarding summary.Д¬ustomers will see any tasks assigned to them on the customer portal and they can complete tasks directly, creating a more streamlined onboarding process.Onboardings are listed in order by the estimated funding date. Discussion: The most recent comments on the most recently active discussion threads between the customer and the internal onboarding users.Products: The list of products for the customer.Open Tasks: Outstanding tasks assigned to the the customer for completion.Onboardings: The open onboardings for the customer.The following information is listed on the home page: On the HOME page, the customer can view a list of the customer's onboardings, complete any tasks assigned to them, and view recent discussions with the internal onboarding team. View the customer portalДЄ customer can access 4 tabs from the customer portal: Internal users with access to the Connected Onboarding settings site will be able to create customer users and add them to the correct customer group. It is imperative to maintain strict security to the customer portal, therefore, a user can only be assigned to one customer group at a time. To access the customer portal, customers must have an Appian user account and be assigned to a customer group. They can perform all of these tasks all while keeping your internal team informed of any changes. This portal provides a centralized location that allows them to be in control of their data, easily complete the tasks, and view request updates. Connected Onboarding provides a self-service portal for your customers.

Is portal and portal 2 connected